Articles on: Reports

How to send reports by Whatsapp?

When you prepare a report, in addition to downloading it, you can simultaneously send it by whatsapp to your client by following these steps:

1) Complete a report

Whether it's a acquisition report, valuation report, market research or property file, activate the Share by Whatsapp button from the configuration pop-up.

Felds will be displayed that you must fill in with:

Telephone number of the customer
Name
Message text. (Default template included)
Check to save it as a new template
Click on Create report

2) Connect with Whatsapp

A Whatasapp Web tab will open for you to preview the message. Then the whatsapp application will run. If not, click Continue to chat.

(💡) Remember, it is necessary to have the application installed on your device and if not, you must download it.

When you continue, a new conversation will automatically open with the phone number you have entered and the message ready for you to review. Just send it!

Updated on: 27/06/2025

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